Position in EXEL
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$38,903
+$22,991 QoQ
Shares Held
715
+92.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#627
of 751 holders
Holding Since
Mar 2024
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in EXEL Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026RICHARDSON FINANCIAL SERVICES INC. holds $319,426 across 6 Biotechnology names. EXEL ranks #4 (12.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
210 | $104,313 | |
| 2 | RPRX |
Royalty Pharma plc
|
1,838 | $103,056 | |
| 3 | HALO |
Halozyme Therapeutics, Inc.
|
572 | $44,770 | |
| 4 | EXEL |
Exelixis, Inc.
This page
|
715 | $38,903 | |
| 5 | LGND |
Ligand Pharmaceuticals Inc
|
88 | $27,815 | |
| 6 | ONC |
BeOne Medicines Ltd.
|
2 | $569 |
All Filings in EXEL
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,903 | 715 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $15,912 | 371 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $34,318 | 783 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $24,738 | 599 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $13,532 | 307 | Shares | Sole | 2025-07-25 | |
| 2024-03-31 | $7,759 | 327 | Shares | Sole | 2024-05-03 | |
| No filing history on record for this holder in this stock. | ||||||